HDFC Retirement Savings Fund - Equity Plan vs ICICI Prudential Equity & Debt Fund

Portfolio Overlap Analysis · HDFC vs ICICI

39.1%
Moderate Overlap
26 common stocks · Rank #2902 of 28,292 pairs
Fund A
HDFC Retirement Savings Fund - Equity Plan
HDFC · Equity - Other
Fund B
ICICI Prudential Equity & Debt Fund
ICICI · Equity - Other

Common Holdings (10)

StockWt% in HDFC Retirement Savings Fund -Wt% in ICICI Prudential Equity & DebtOverlap
ICICI Bank Ltd.
Banks
6.31%6.08%6.08%
HDFC Bank Ltd.
Banks
7.62%4.38%4.38%
Reliance Industries Ltd.
Petroleum Products
3.99%4.62%3.99%
Axis Bank Ltd.
Banks
4.75%3.72%3.72%
Maruti Suzuki India Limited
Automobiles
3.19%4.85%3.19%
Infosys Limited
IT - Software
2.98%2.53%2.53%
Bharti Airtel Ltd.
Telecom - Services
2.69%2.47%2.47%
State Bank of India
Banks
3.44%2.26%2.26%
Larsen and Toubro Ltd.
Construction
2.45%2.09%2.09%
Tata Consultancy Services Ltd.
IT - Software
2.64%1.52%1.52%

Unique to HDFC Retirement Savings Fund -

  • Kotak Mahindra Bank Limited3.39%

Unique to ICICI Prudential Equity & Debt

  • NTPC Ltd.5.59%
  • Sun Pharmaceutical Industries Ltd.4.49%
  • Avenue Supermarts Ltd.2.96%
  • TVS Motor Company Ltd.2.67%

Sector Overlap Breakdown

Banks
16.5% (5)
IT - Software
4.3% (3)
Petroleum Products
4.0% (1)
Automobiles
3.7% (2)
Construction
2.9% (2)
Telecom - Services
2.5% (1)
Power
1.4% (1)
Pharmaceuticals & Biotechnology
1.0% (2)
Transport Services
0.8% (1)
Leisure Services
0.7% (1)
Diversified FMCG
0.6% (1)
Insurance
0.6% (3)
Entertainment
0.1% (1)
Ferrous Metals
0.1% (1)
Consumer Durables
0.0% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for HDFC Retirement Savings Fund -

More comparisons for ICICI Prudential Equity & Debt

Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.